See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,840 | $92,222-18.8% | $76,768-2.5% | $135,375-44.7% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -6.14% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $994 | $3,216-69.1% | $2,485-60.0% | $4,779-79.2% |
| Participant deferral / active EE | $2,368 | $4,509-47.5% | $3,852-38.5% | $5,609-57.8% |
| Admin fee / account holder | $3,884 | $10,748-63.9% | $6,675-41.8% | $10,827-64.1% |